Services
Wealth Management
Wealth management is more than just picking the right stocks and bonds. We believe that there is no “one size fits all”. Everyone is different, and that’s why every client we serve gets their own personalized portfolio. In addition to growing your wealth, we take a holistic approach focusing on risk mitigation, tax, retirement, income, and estate planning. At Coast to Coast Wealth Advisors, we never forget that it is your money and everything we do is focused around a client’s needs, goals, and dreams.
Education Planning
Student loans can follow a child their entire life and are often the hardest type of debt to rid ourselves of later in life. We strive to take the guesswork out of the education planning process. As with most investing strategies, starting early is best, but if the child is already in high school it’s not too late. Let us help make the transition from high school to college as easy as possible from a financial perspective.
Estate Planning
At some point in everyone’s life, we will encounter the death of a loved one. This is one of the most painful moments in life, but it can be made easier with proper planning. The last thing our clients want is their spouses, children, and heirs to go through a difficult wealth transition after they pass. As part of our comprehensive process, we include estate planning. This part of the process does not add to the bottom line in term,s but is often viewed by our clients as one of the most important things we do here at Coast to Coast Wealth Advisors. Let us help you make one of the worst parts of life a little easier.
Social Security and Medicare
As part of our holistic approach to all of our clients, we include comprehensive Social Security and Medicare services. As you approach retirement, you will undoubtedly begin with your own research on what Medicare plan is the best or how/when to file for Social Security. As with any decision, there are pros and cons to each choice. In many cases, a client can get a feeling of being overwhelmed with information or develop a fear of making the “wrong choice”. Something our founder has said repeatedly to clients is:
“I’ve retired hundreds, if not thousands, of times over my career. You only get to retire once.”
Let us use our experience, knowledge, and expertise to make a difficult decision easier.